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Facilities Services2700 Judge Fran Jamieson WayViera, Florida 32940-6601
Campus Capital Needs Sales Surtax Funded
Attachment F
Estimate
Detail ReportCondition CodeFacility
Discovery Elementary 1.85 $2,814,791District School Security $67,7981.00
Perimeter/Entry Fencing and Gates $32,832Pedestrian Access and Safety (Fencing) 1.00 $32,832
Building Access Security Equipment $34,966Public Access Control 1.00 $34,966
Educational Technology $214,1792.67
Technology Building Cabling $14,569Structured Cabling 4.00 $14,569
Technology Equipment Renewal $69,946Computer Replacement 4.00 $4,196Server Replacement 1.00 $29,998Switch Replacement 1.00 $26,996Wireless Access Points Replacement 5.00 $8,756
Classroom Technology Infrastructure (Electrical, HVAC and Data) $129,664Student Stations Power/ Technology HVAC 1.00 $129,664
Facility Renewal $2,532,8151.68
ADA Code Deficiency Corrections $8,208Accessible Entry 2.00 $2,736Passenger Loading Zones 2.00 $5,472
Fire Alarm System Renewal $220,371Fire Alarm System 1.00 $220,371
Central Mechanical Plant Renewal $879,968Makeup Water Secondary Backflow Preventer and Water Treatment 2.00 $144,233Piping and Valves, Distribution Piping, Insulation, Tanks and Chilled Water 2.00 $735,735
Cooling and Heating Control System Renewal $237,475Building Automation System 1.00 $237,475
Air Conditioning and Air Distribution Equipment Renewal $622,096Wall Hung, Rooftop, Air Handlers, Split Systems, Unit Ventilators, Water Source Heat Pumps andUnitary Systems
1.00 $461,837
HVAC Systems EPA Non Compliant Refrigerant 1.00 $160,259Roofing System Renewal $438,750
Gutters and Downspouts 2.00 $126,750Relocatable Covered Walkways (SREF) 1.00 $312,000
Exterior Building Wall Finish System Renewal $10,862Expansion / Control Joints 2.00 $5,454Sealants 2.00 $5,408
Exterior Door/Window/Louver System Renewal $5,201Main Entry Hardware 2.00 $5,201
Electrical Distribution System Renewal $67,634TSS Surge Suppression 2.00 $67,634
Air Supply and Exhaust System Renewal $42,250Exhaust Fans Art Kiln Room, Locker Rooms, Restrooms, Science 1.00 $42,250
July 22, 2014
Facilities Services2700 Judge Fran Jamieson WayViera, Florida 32940-6601
Campus Capital Needs Sales Surtax Funded
Attachment F
Estimate
Detail ReportCondition CodeFacility
Roosevelt Elementary 1.12 $3,197,776District School Security $51,2261.00
Perimeter/Entry Fencing and Gates $25,010Pedestrian Access and Safety (Fencing) 1.00 $25,010
Building Access Security Equipment $26,215Public Access Control 1.00 $26,215
Educational Technology $212,6181.33
Technology Equipment Renewal $115,403Computer Replacement 3.00 $63,704Server Replacement 1.00 $18,384Switch Replacement 1.00 $5,396Telephone System Replacement 1.00 $16,243Wireless Access Points Replacement 1.00 $11,677
Classroom Technology Infrastructure (Electrical, HVAC and Data) $97,216Student Stations Power/ Technology HVAC 1.00 $97,216
Facility Renewal $2,933,9321.06
Central Mechanical Plant Renewal $1,037,695Booster Pumps, Chilled Water, VFD's and Recirculation pumps 1.00 $96,123Cooling Towers 1.00 $67,723Heating Boilers 1.00 $79,739Makeup Water Secondary Backflow Preventer and Water Treatment 1.00 $127,800Piping and Valves, Distribution Piping, Insulation, Tanks and Chilled Water 1.00 $655,386Refrigeration RoomMonitoring and Ventilation 1.00 $10,923
Cooling and Heating Control System Renewal $178,047Building Automation System 1.00 $178,047
Air Conditioning and Air Distribution Equipment Renewal $812,679Wall Hung, Rooftop, Air Handlers, Split Systems, Unit Ventilators, Water Source Heat Pumps andUnitary Systems
1.00 $692,525
HVAC Systems EPA Non Compliant Refrigerant 1.00 $120,154Building Water and Sanitary Piping System Renewal $147,818
Sanitary Piping 1.00 $52,718Supply Piping 1.00 $95,099
Electrical Distribution System Renewal $591,271Feeders 1.00 $25,842Panel Boards 1.00 $300,804Transformers 2.00 $264,625
Interior and Exterior Lighting Equipment Renewal $166,424Emergency Lighting 1.00 $128,178Exterior Perimeter Building Mounted Lighting 1.00 $38,247
July 22, 2014
750 Monroe Road, Sanford, FL 32771 I Phone: (407) 321-8410 I Fax: (407) 829-4453
Mailing Address: P.O. Box 471028, Lake Monroe, FL 32747-1028
AL – 45684 I FL - CG C032669 I GA – GCCO 001333 I LA – 52227 I MS – 18232MC I NC – 38755 I SC – G97817 I TN – 62419 I VA – 2705121584A
October 15, 2015
Mrs. Dawn D. Richer
Manager of Purchasing Services
Brevard Public Schools
2700 Judge Fran Jamieson Way
Viera, FL 32940
Re: RFP #16-P-021-DR Design Build Services for DISCOVERY ELEMENTARY (2151) and THEODORE
ROOSEVELT ELEMENTARY (5012) Facility Renewal Projects
Design & Pre-Construction Proposal
Dear Ms. Richer:
We are pleased to provide our Design & Pre-Construction Proposal for Design Build Services at
DISCOVERY ELEMENTARY (2151) and THEODORE ROOSEVELT ELEMENTARY (5012) in the amount of Three
Hundred Eighty-Six Thousand Nine Hundred Eighty-Five Dollars ($386,985.00). We have included within
our proposal a summary for each project which contains a breakdown of all major tasks, assigned
personnel, hours and rates. Our proposal includes the following Scope of Services:
1. Only those items delineated in the attached Pre-Construction Services Proposal detail dated
October 14, 2015 are included by Wharton-Smith.
2. Design and Professional Engineering Services are include as delineated by TLC Engineering for
Architecture’s Proposal dated October 15, 2015.
3. Pre-Design Phase Services / Program Verification / Initial Budget
4. Schematic Design Phase Services
5. Design Development / Construction Document Phase Services
6. Construction Bid / GMP Phase Services
7. Scheduling / Permitting Services
We look forward to working with Brevard Public Schools on these projects. Should you have any questions,
please do not hesitate to contact me at (407) 321-8410 or (407) 402-0173.
Sincerely,
Wharton-Smith, Inc.
David C. Lewis
Project Executive
Cont’d…
750 Monroe Road, Sanford, FL 32771 I Phone: (407) 321-8410 I Fax: (407) 829-4453
Mailing Address: P.O. Box 471028, Lake Monroe, FL 32747-1028
AL – 45684 I FL - CG C032669 I GA – GCCO 001333 I LA – 52227 I MS – 18232MC I NC – 38755 I SC – G97817 I TN – 62419 I VA – 2705121584A
Mrs. Dawn D. Richer
October 15, 2015
Re: RFP #16-P-021-DR Design Build Services for DISCOVERY ELEMENTARY (2151) and THEODORE
ROOSEVELT ELEMENTARY (5012) Facility Renewal Projects
Design & Pre-Construction Proposal
Page 2 of 2
Attachments-
Proposal Summary Page
Wharton-Smith’s Pre-Construction Services Proposal for Discovery Elementary (2151)
TLC Engineering’s Prof. Engineering Services Proposal for Discovery Elementary (2151)
Exhibit B Sales Surtax Summary Form for Discovery Elementary (2151)
Exhibit D Hourly Rate Schedule for Discovery Elementary (2151)
Exhibit E Design & Permitting Schedule for Discovery Elementary (2151)
Wharton-Smith’s Pre-Construction Services Proposal for Theodore Roosevelt Elementary (5012)
TLC Engineering’s Prof. Engineering Services Proposal for Theodore Roosevelt Elementary (5012)
Exhibit B Sales Surtax Summary Form for Theodore Roosevelt Elementary (5012)
Exhibit D Hourly Rate Schedule for Theodore Roosevelt Elementary (5012)
Exhibit E Design & Permitting Schedule for Theodore Roosevelt Elementary (5012)
Licenses and Insurance Certificates
Cc: Johnathan Wilkes
File: C-02 Estimate-BidSheets
SCHOOL BOARD OF BREVARD COUNTY 10/13/2015
RFP #16-P-021-DR Design Build Services for Facility Renewal Projects: Revised 10/15/2015
DISCOVERY ELEMENTARY (2151)
THEODORE ROOSEVELT ELEMENTARY (5012)
WHARTON-SMITH CONSTRUCTION GROUP
PROPOSAL SUMMARY PAGE
LINE DESCRIPTION TOTAL
1 Discovery Elementary Pre-Construction Services 48,659
2 Discovery Elementary Professional Engineering Design Services 99,555
3 Theodore Roosevelt Elementary Pre-Construction Services 59,207
4 Theodore Roosevelt Elementary Professional Engineering Design Services 159,120
5 SUBTOTAL 366,541
6 GENERAL LIABILITY INSURANCE (.55%) 2,016
7 TOTAL COST 368,557
8 FEE (5%) 18,428
9 TOTAL CONSTRUCTION COST $386,985
LINE DESCRIPTION TOTAL
1 Discovery Wastewater Treatment Plant Professional Engineering Design Services 15,650
2 SUBTOTAL 15,650
3 GENERAL LIABILITY INSURANCE (.55%) 86
4 TOTAL COST 15,736
5 FEE (5%) 787
6 ADD ALTERNATE #1 TOTAL COST $16,523
ADD ALTERNATE #1
SCHOOL BOARD OF BREVARD COUNTY 10/14/2015 DISCOVERY ELEMENTARY SCHOOL (2151) RFP #16-P-021-DR
WHARTON-SMITH CONSTRUCTION GROUP
Project value factor Project Preconstruction Project Precon Senior Project Precon Superintendent LABOR TOTALSDifficulty factor value Executive Rate Director Rate Manager Rate Manager Rate Estimator Rate Engr Rate Coord. Rate Rate
Hrs 89.45 Hrs 90.59 Hrs 58.25 Hrs 58.25 Hrs 63.99 Hrs 44.74 Hrs 31.00 Hrs 67.68 Hrs $
DESCRIPTION
Pre-Design Phase 60.00 3,495.00 3,495.00Pre-Design Kick-Off Meeting 1.68 150.28 1.68 152.18 0.00 0.00 1.68 97.86 1.68 107.50 1.68 75.16 0.00 0.00 0.00 0.00 8.40 582.99Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 3.36 150.33 0.00 0.00 3.36 227.40 13.44 788.46Conduct utilities evaluation (FPL) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.68 75.16 0.00 0.00 1.68 113.70 3.36 188.87Attend program verification meetings 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 6.72 410.73Develop preliminary project schedule 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 3.36 150.33 0.00 0.00 1.68 113.70 6.72 361.89Develop program verification estimate / initial budget 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 3.36 215.01 0.00 0.00 1.68 52.08 0.00 0.00 8.40 516.18Evaluate program verification estimate vs sales surtax funded detail report 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Review / discuss value management options 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 3.36 205.36Revise program to match available funding 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 3.36 205.36Adjust program vs Owner's budget 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 3.36 205.36Program verification review & approval 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86
Pre-Design Phase Subtotal 2.52 225.41 2.52 228.27 60.00 3,495.00 21.84 1,272.18 16.80 1,075.03 10.08 450.98 1.68 52.08 6.72 454.81 62.16 7,253.77
Schematic Design 80.00 4,660.00 4,660.00Document program verification comments 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 1.68 52.08 0.00 0.00 3.36 149.94Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 1.68 75.16 0.00 0.00 0.00 0.00 5.04 280.53Attend Schematic Design progress review meetings 0.00 0.00 1.68 152.18 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 5.04 347.90Develop design phase schedule & milestones 0.84 75.14 0.84 76.09 0.00 0.00 0.00 0.00 0.00 0.00 3.36 150.33 0.00 0.00 0.00 0.00 5.04 301.56Expand and distribute preliminary project schedule 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 1.68 52.08 0.00 0.00 3.36 149.94Update design schedule 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 3.36 150.33 0.00 0.00 0.00 0.00 5.04 248.19Constructability review 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 3.36 104.16 0.00 0.00 6.72 299.88Recommend basic materials/systems/methods 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86Identify long lead items & specialty contractors 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 249.09Review / discuss value management options 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Update SD documents with value management options 0.84 75.14 0.84 76.09 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 8.40 561.96Develop schematic estimate 0.84 75.14 1.68 152.18 0.00 0.00 3.36 195.72 13.44 860.03 3.36 150.33 3.36 104.16 0.00 0.00 26.04 1,537.55Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Presentation of completed Schematic Design 1.68 150.28 1.68 152.18 0.00 0.00 1.68 97.86 1.68 107.50 1.68 75.16 0.00 0.00 0.00 0.00 8.40 582.99
Schematic Phase Subtotal 5.04 450.83 7.56 684.82 80.00 4,660.00 31.92 1,859.34 20.16 1,290.04 13.44 601.31 10.08 312.48 0.00 0.00 88.20 9,858.81
Design Development / Construction Documents 120.00 6,990.00 6,990.00Document SD review comments 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 6.72 410.73Safety program implementation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Attend Design Development progress review meetings 0.00 0.00 3.36 304.37 0.00 0.00 6.72 391.44 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 10.08 695.81Update design schedule 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Develop construction schedule 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 1.68 107.50 3.36 150.33 0.00 0.00 6.72 454.81 15.12 961.73Develop bidders prequalification list 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 5.04 356.59Distribute prequalification packages 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 3.36 215.01 0.00 0.00 1.68 52.08 0.00 0.00 8.40 516.18Select subcontractors for bidding 0.84 75.14 0.84 76.09 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 5.04 356.59Update long lead item list 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 3.36 205.36Review long lead items & select 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Bid & purchase long lead items 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 6.72 300.65 6.72 208.32 0.00 0.00 16.80 714.34Analyze SD comments for budget 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 6.72 410.73Update budget from SD review 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72Develop DD estimate 0.42 37.57 0.84 76.09 0.00 0.00 0.84 48.93 10.08 645.02 1.68 75.16 1.68 52.08 0.00 0.00 15.54 934.85Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 0.84 48.93 0.84 53.75 0.00 0.00 0.00 0.00 0.00 0.00 1.68 102.68DD milestone report 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 0.00 0.00 0.00 0.00 0.84 26.04 0.00 0.00 2.52 123.90DD milestone review & approval 0.84 75.14 0.84 76.09 0.00 0.00 0.84 48.93 0.84 53.75 0.84 37.58 0.00 0.00 0.00 0.00 4.20 291.49
Design Development / Construction Document Phase Subtotal 4.62 413.26 8.40 760.91 120.00 6,990.00 37.80 2,201.85 30.24 1,935.06 12.60 563.72 10.92 338.52 6.72 454.81 111.30 13,658.13
PRE-CONSTRUCTION SERVICES
Page 1
SCHOOL BOARD OF BREVARD COUNTY 10/14/2015 DISCOVERY ELEMENTARY SCHOOL (2151) RFP #16-P-021-DR
WHARTON-SMITH CONSTRUCTION GROUP
Project value factor Project Preconstruction Project Precon Senior Project Precon Superintendent LABOR TOTALSDifficulty factor value Executive Rate Director Rate Manager Rate Manager Rate Estimator Rate Engr Rate Coord. Rate Rate
Hrs 89.45 Hrs 90.59 Hrs 58.25 Hrs 58.25 Hrs 63.99 Hrs 44.74 Hrs 31.00 Hrs 67.68 Hrs $
DESCRIPTION
PRE-CONSTRUCTION SERVICES
GMP Phase 100.00 5,825.00 5,825.00Document DD/CD review comments 0.00 0.00 0.00 0.00 0.00 0.00 6.72 391.44 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6.72 391.44Develop bidders' construction schedule 0.00 0.00 0.84 76.09 0.00 0.00 1.68 97.86 0.00 0.00 3.36 150.33 0.00 0.00 3.36 227.40 9.24 551.68Update budget from DD/CD document review 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 6.72 410.73Develop GMP estimate 1.68 150.28 1.68 152.18 0.00 0.00 3.36 195.72 20.16 1,290.04 13.44 601.31 20.16 624.96 0.00 0.00 60.48 3,014.48Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 1.68 97.86 1.68 107.50 0.00 0.00 0.00 0.00 0.00 0.00 3.36 205.36Discuss & approve GMP 1.68 150.28 1.68 152.18 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 10.08 713.19Prepare sub-contract bidding documents 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.36 150.33 3.36 104.16 0.00 0.00 6.72 254.49Develop procedure for dissemination of bids 0.00 0.00 0.84 76.09 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 7.56 486.82Prepare detailed scope packages & documents 0.00 0.00 1.68 152.18 0.00 0.00 6.72 391.44 6.72 430.01 1.68 75.16 6.72 208.32 0.00 0.00 23.52 1,257.12Conduct pre-bid conferences 0.00 0.00 1.68 152.18 0.00 0.00 6.72 391.44 0.00 0.00 6.72 300.65 1.68 52.08 0.00 0.00 16.80 896.36Manage issuance of addenda 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 0.00 0.00 0.00 0.00 3.36 104.16 0.00 0.00 6.72 299.88Receive and analyze bids 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 20.16 1,290.04 0.00 0.00 0.00 0.00 0.00 0.00 23.52 1,485.76Document bidders VE items 0.00 0.00 0.00 0.00 0.00 0.00 3.36 195.72 3.36 215.01 0.00 0.00 0.00 0.00 0.00 0.00 6.72 410.73Incorporate bidders VE into documents 0.00 0.00 0.00 0.00 0.00 0.00 6.72 391.44 6.72 430.01 0.00 0.00 0.00 0.00 0.00 0.00 13.44 821.45Recommend award of contracts 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Participate in negotiation of final contracts 1.68 150.28 1.68 152.18 0.00 0.00 3.36 195.72 3.36 215.01 3.36 150.33 0.00 0.00 0.00 0.00 13.44 863.51
GMP Phase Subtotal 5.04 450.83 10.08 913.10 100.00 5,825.00 57.12 3,327.24 72.24 4,622.64 31.92 1,428.10 35.28 1,093.68 3.36 227.40 215.04 17,887.99
TOTALS 17 1,540 29 2,587 360 20,970 149 8,661 139 8,923 68 3,044 58 1,797 17 1,137 477 48,658.71
48,659$
Page 2
T LC ENG I NE E R I N G F O R AR C HI TE C T UR E87 4 D i xon B ou l e v ar d , C oc o a, F L 32 9 2 2- 58 0 9
Ph on e 3 2 1. 6 36 .0 2 74 ww w. t lc - en g in e ers .c om F ax 3 21 . 63 9. 8 98 6
October 13, 2015Revised October 15, 2015
Mr. Johnathan WilkesWharton-Smith Construction Group750 County Road 15PO Box 471028Lake Monroe, FL 32747Delivered via email: jwilkes@whartonsmith.com
Re: Facility Renewal Project at Discovery Elementary SchoolProfessional Engineering Services Proposal
Dear John:
TLC Engineering is pleased to submit the following proposal to provide engineering services for theproject referenced above. We appreciate your consideration and look forward to working with you andyour design team on this project.
PROJECT SCOPE
We understand the project is to consist of renovations at Discovery Elementary School located in PalmBay, and Theodore Roosevelt Elementary School located in Cocoa Beach. TLC’s proposal is based oninformation provided in the Design Criteria Package dated July 30, 2015 provided as Exhibit 1 in RFP#16-R-021-DR, Design Build Services for Discovery Elementary and Theodore Roosevelt ElementaryFacility renewal. The design of the water treatment plant design is to be a design alternate. Thedesign shall include district security fencing and single point of entry, identifying racewaydeficiencies, increase a/c for data center rooms, provide two (2) additional dedicated 20-ampcircuits into every classroom, an evaluation of the available power at the school. Fire alarm androom signage not included in scope of work.
BASIC SCOPE OF SERVICES
Basic Scope of Services shall be as outlined in AIA Document B101-2007 Edition – Standard Form ofAgreement Between Owner and Architect, Article 3 and AIA Document C401 - 2007 Edition - StandardForm of Agreement Between Architect and Consultant, Article 4. TLC shall provide professionalengineering and design services for:
a. Heating, Ventilating and Air-Conditioning (HVAC) Engineeringb. Plumbing Engineeringc. Electrical Engineering including empty conduits and boxes for voice/data, cable TV,
access control and, CCTVd. Fire Protection Engineeringe. Structural Engineeringf. Communications and Technology (CT) Engineering for Voice/Data, Audio/Visual,
Security Systems, Paging, and Video Conference System (device location and emptyconduit only)
g. Architectural Services (Hawkins, Hall & Ogle)
Mr. Johnathan WilkesOctober 13, 2015Page 2 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Discovery\Discovery Facility Renewal.docx
h. Civil Engineering (Allen Engineering)
TLC anticipates submittals at the following design stages:
Schematic DesignDesign Development50% Construction Documents100% Construction Documents
All submittals are anticipated to be electronic. Reproduction shall be performed by Wharton-SmithConstruction Group or compensated as a reimbursable expense.
Up to three (3) design review meetings are included in TLC’s proposed work scope.
Fire protection design shall consist of schematic plans and “performance-based” specifications.
We understand that this is a Design-Build Contract in partnership with Wharton-Smith ConstructionGroup. Due to potential for unforeseen circumstances, it must be recognized that design modificationsmay occur during the design and construction process which may result in increases or decreases inactual construction cost, and that it is impossible to foresee or anticipate every design issue until thedesign work is completed. Therefore, it is an important that a reasonable allowance or contingency beincluded in the bid to accommodate any changes in design as developed for this proposal.
PROPOSED CONSTRUCTION PHASE SERVICES
Construction Phase Services are as outlined in AIA Document C401 – 2007 Edition – Standard Form ofAgreement Between Architect and Consultant, Article 4.5. Additional Construction Phase Servicesprovided for this project shall include:
1. Response to bidder questions.
2. Response to local permitting officials’ comments.
3. Response to Contractor’s Request for Information (RFI) and submittal review during theconstruction period.
4. The design team will take part of a weekly construction meeting and to become generallyfamiliar with the progress and quality of the construction work in order to determine if thework is being performed in general accordance with the construction documents. (The mixof mechanical, electrical and structural field representation may change based on the needsof the project during the construction phase). Substantial completion and final inspection, ifrequested, would each constitute a site visit.
ADDITIONAL SERVICES
Additional services, when requested in writing by Wharton-Smith Construction Group shall beperformed at TLC’s standard hourly rates. Additional Services are as defined in AIA Document B101 –2007 Edition – Abbreviated Standard Form of Agreement Between Owner and Architect, Article 3.Additional Services also include those items shown in Attachment A. TLC shall submit the estimatedadditional services cost for approval and authorization prior to proceeding with a design.
Mr. Johnathan WilkesOctober 13, 2015Page 3 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Discovery\Discovery Facility Renewal.docx
FEE
We propose to provide the above-described basic scope of services on TLC’s hourly rate, (see feebreak down in Attachment B) for the following not to exceed fee:
Architectural/Engineering CD’s $99,555.00Architectural/Engineering CA $ 27,055.00Lift Station Design $15,650.00
inclusive of conventional reimbursable expenses. Conventional reimbursable expenses to includeroutine travel, express mail, photography, and plotting for coordination and submittals as noted above.Non conventional expenses including unanticipated travel or reproduction expenses to be reimbursableat 1.1 time direct cost.
If our proposal is acceptable, your signature below will confirm our authorization to proceed. Retainone copy and return one copy to TLC at the address on page 1 of this proposal. This authorizationconstitutes your commitment to pay the fee and reimbursable expenses, and represents that approvalhas been received by your firm from the client. Alternatively, we can enter into a contract agreementusing AIA Document C401 - 2007 Edition - Standard Form of Agreement Between Architect andConsultant.
We look forward to your favorable selection of TLC and the opportunity to assist your team for this andfuture projects. Please give me a call with any questions or comments.
Sincerely,
TLC Engineering for Architecture Wharton-Smith Construction Group
By:Jim Mullen, PE, CxA, LEED AP BD+CPrincipal / Sr. Mechanical Engineer
Print Name and Title
Gary C. Krueger, PE, CM, LEED AP BD+CPrincipal / Division Director Date
Attachments
Mr. Johnathan WilkesOctober 13, 2015Page 4 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Discovery\Discovery Facility Renewal.docx
ATTACHMENT A
ADDITIONAL SERVICESProfessional Engineering Services Proposal
1. Construction site visits or attendance at design review meetings, as requested by the Owneror Architect, in excess of site visits per discipline as defined in our proposal.
2. Material testing or installation quality inspection services including (but not limited to)concrete, reinforcing steel, welds, connections, torsion or tension verification of bolts, deckingor masonry systems. Certification of construction or inspection services to appease specialrequirements of the local building department, are not included in TLC’s scope of services.
3. Significant revisions to the program, design philosophy or Architectural plans after 100%Design Development approval, or to systems selected following schematic phase, and whichresult in redesign expenses.
4. Electrical Circuit Breaker Coordination Study (a study will be requested from thecontractor).
5. Design of emergency power or generator systems.
6. Document reproduction beyond those required for in-house coordination and submittals asoutlined above.
7. MEP system commissioning or FBC C408 Commissioning (TLC will assist commissioningagent as required).
8. Threshold Inspection Services.
9. Design of currently unidentified specialty electrical systems, including but not limited to: lowvoltage systems, specialty lighting, CCTV security, audio/visual, video conference system,commercial and retail tenant’s point of sale, telephone/data/video, paging/PA system andsecurity, alarm/access control systems. (Design of empty conduit systems is included).
10. Development of “as-built” or record drawings. TLC will be responsible for creating recorddrawings of construction documents marked up by construction manager.
11. Detailed cost estimating services (provided by Construction Manager).
I.
II.
III. WORK ORDER COMPENSATION/SCHEDULE
HOURS TOTAL0 $0.0080 $9,600.000 $0.0080 $8,400.004 $520.0055 $7,975.000 $0.000 $0.000 $0.002 $130.00
$26,625.00
HOURS TOTAL2 $280.0058 $6,960.0010 $1,200.00109 $11,445.004 $520.0041 $5,945.00100 $10,500.004 $280.000 $0.006 $390.00
$37,520.00
HOURS TOTAL2 $280.0080 $9,600.006 $720.0080 $8,400.004 $520.004 $500.0040 $5,800.00100 $8,500.0010 $700.000 $0.006 $390.00
$35,410.00
HOURS TOTAL0 $0.00
150 $18,000.002 $240.0024 $2,520.0031 $4,495.0012 $1,020.000 $0.0012 $780.00
$27,055.00
IV. TOTAL FEE PROPOSAL AMOUNT $126,610.00
Project Civil Engineer $130.00
Project Civil Engineer $130.00
Senior Civil Engineer $125.00Project Civil Engineer $130.00
Civil CAD Technician
$140.00$120.00
$105.00
PROJECT: Brevard County - Discovery Elementary School
SCOPE OF WORK:
FEE PROPOSALThe statement of fees under this Service Agreement shall be based on the Standard Hourly RateSchedule for the following work phases:
FIELD SURVEY
$105.00
$70.00$58.00
Admin/Word Processing $65.00
Engineer
$70.00
CAD Designer
Attachment B
POSITION
Project Manager
HOURLY RATE
Senior Engineer $120.00
Principal
Design Engineer
Design Build per the Attachemnet F and the design criteria package of Discovery Elementary School
CAD Drafter/Operator/Technical
CAD Drafter/Operator/Technical $58.00
Senior EngineerEngineer
$120.00
CONSTRUCTION DOCUMENTS (100%CD)
POSITION HOURLY RATE
SUBTOTAL
$120.00
Principal $140.00$120.00
Admin/Word ProcessingSUBTOTAL
Project Manager
$65.00
$70.00
$105.00
Design EngineerCAD Drafter/Operator/Technical $58.00Admin/Word Processing
Project Architect $145.00
$65.00
$85.00
POSITION HOURLY RATE
Senior Engineer $120.00
SUBTOTAL
CONSTRUCTION ADMINISTRATION
POSITION HOURLY RATE
Engineer
Principal $140.00Project Manager
Engineer
$105.00
Design Engineer $85.00
$120.00Senior EngineerProject Manager
Project Architect $145.00
Project Architect $145.00
Admin/Word Processing $65.00
$105.00
Design Engineer $105.00
CONSTRUCTION DOCUMENTS (60%CD Preliminary Pricing)
Project Architect $145.00
CAD Drafter/Operator/Technical $58.00
Principal $140.00
$120.00
Civil CAD Technician
SUBTOTAL
Exhibit B -- Sales Surtax Summary Form
RFP #16-P-021-DR
Discovery Elementary School (2151)
Design Build Firm Name: Wharton-Smith, Inc.
Date: October 13th, 2015
DISTRICT SCHOOL SECURITY
60 01 Perimeter/Entry Fencing and Gates TBD
60 02 Building Access and Security Equipment TBD
EDUCATIONAL TECHNOLOGY
65 01 Technology Building Cabling TBD
65 02 Technology Equipment Renewal TBD
65 03 Classroom Technology Infrastructure (Electrical, HVAC, Data) TBD
FACILITY RENEWAL
51 01 Safety and Building Code Deficiency Corrections TBD
51 02 ADA Code Deficiency Correction TBD
51 03 Fire Alarm System Renewal TBD
52 04 Central Mechanical Plant Renewal TBD
52 05 Cooling and Heating Control System Renewal TBD
52 06 Air Conditioning and Air Distribution Equipment Renewal TBD
53 07 Roofing System Renewal TBD
53 08 Exterior Building Wall Finish System Renewal TBD
53 09 Exterior Door/Window/Louver System Renewal TBD
52 10 Building Water and Sanitary Piping System Renewal TBD
52 11 Water Heating System Renewal TBD
54 12 Electrical Supply System (Transformers, Switchgear, Wiring) Renewal TBD
54 13 Electrical Distribution System Renewal TBD
54 14 Electrical Components (Lightning Protection, Intercom, Generator) Renewal TBD
54 15 Interior and Exterior Lighting Equipment Renewal TBD
52 16 Air Supply and Exhaust System Renewal TBD
52 17 Site Utility Systems (Gas, Electric, Storm, Water, Sanitary) Renewal TBD
Non Sales Tax TBD
TOTAL $0.00
Group/Category Description Proposed Price
EXHIBIT D
HOURLY RATE SCHEDULE
AGREEMENT FOR DESIGN BUILD SERVICES
DISCOVERY ELEMENTARY SCHOOL (2151)
RFP #16-P-021-DR
NOT TO EXCEED
CLASSIFICATION HOURLY RATE PERSONNEL
Project Executive $89.45 David Lewis (Wharton-Smith)
Pre-Construction Director $90.59 John Lyons (Wharton-Smith)
Pre-Construction Manager $58.25 John Raccina (Wharton-Smith)
Senior Estimator $63.99 Joe Schmidt (Wharton-Smith)
General Superintendent $80.30 Mike Morton (Wharton-Smith)
Project Manager $58.25 Johnathan Wilkes (Wharton-Smith)
Superintendent $44.73 Frank Sagarese (Wharton-Smith)
MEP Coordinator $58.93 Guy Meyers (Wharton-Smith)
Project Engineer $44.74 Eric D’Errico (Wharton-Smith)
Assistant Superintendent $45.39 Josh Howell (Wharton-Smith)
Pre-Construction Coordinator $31.00 Tonja Williams (Wharton-Smith)
Project Administrator $32.00 Melodie Bergeron (Wharton-Smith)
Cost Accountant $52.00 Jessica Thacker (Wharton-Smith)
Principal Engineer $140.00 Gary Krueger (TLC Engineering)
Project Engineer $120.00 Jim Mullen (TLC Engineering)
Senior Engineer $120.00 Moncef Hadiji (TLC Engineering)
Senior Engineer $120.00 Dave Miller (TLC Engineering)
Senior Engineer $120.00 James Wamsley (TLC Engineering)
Design Engineer $105.00 Pat McDonald (TLC Engineering)
Design Engineer $105.00 Chris Van Meter (TLC Engineering)
Design Engineer $105.00 Dave Anelli (TLC Engineering)
Engineer $105.00 Aaron Hammons (TLC Engineering)
Engineer $105.00 Bill Pryse (TLC Engineering)
Engineer $105.00 John Riner (TLC Engineering)
Administrative Assistant $65.00 Danielle Eberhardt (TLC Engineering)
Principal Architect $145.00 John Hall (HHO Architects)
Principal Architect $145.00 David Ogle (HHO Architects)
CAD Technician $85.00 Joseph Burley (HHO Architects)
Clerical Administrator $55.00 Amanda Hall (HHO Architects)
Civil Project Manager $130.00 Michael Allen (Allen Engineering)
Civil Senior Project Engineer $125.00 David Lavender (Allen Engineering)
Civil Senior AutoCAD Technician $70.00 David Artzner (Allen Engineering)
Civil Administrator/Technical $65.00 Jill Nickel (Allen Engineering)
Activity ID Activity Name Start Finish
Discovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary Schools
A1000 SBBC Board Approval 27-Oct-15*
A1010 Notice to Proceed 27-Oct-15 30-Oct-15
A1020 Pre-Design: Confirmation of Design Guidelines 02-Nov-15 06-Nov-15
A1021 Pre-Design: Verification of Existing Conditions 09-Nov-15 13-Nov-15
A1022 Pre-Design: Conduct Initial Budget Review 09-Nov-15 20-Nov-15
A1023 Pre-Design: Owner Authorization for Schematic Design 23-Nov-15
A1024 Schematic Design: Generate Schematic Design Studies 23-Nov-15 04-Dec-15
A1025 Schematic Design: Progress Review 1 04-Dec-15
A1026 Schematic Design: Refine Schematic Design Concepts 07-Dec-15 18-Dec-15A1027 Schematic Design: Owner Authorization for DD/CDs 18-Dec-15 22-Dec-15A1028 DD/CDs: Generate 50% DD/CDs 23-Dec-15 12-Jan-16
A1029 DD/CDs: Progress Review 2 / Budget Review Update 13-Jan-16
A1030 DD/CDs: Refine Bidding/Permit Documents 13-Jan-16 22-Jan-16
A1031 DD/CDs: Progress Review 3 25-Jan-16
A1032 DD/CDs: Complete Final Construction Documents 25-Jan-16 29-Jan-16
A1033 Construction Bid / Qualify Subcontractors 01-Feb-16 26-Feb-16
A1040 Prepare GMP 29-Feb-16 04-Mar-16
A1045 GMP Presentation / Board Approval 07-Mar-16 11-Mar-16
A1050 Owner Direct Purchase Order Process 14-Mar-16 18-Mar-16
A1060 Submit Permit Application 29-Feb-16
A1065 Permit Application Review & Comments 29-Feb-16 25-Mar-16
A1070 Material Procurement / Construction Planning 21-Mar-16 27-May-16
A1080 Mobilize Temporary Facilities 30-May-16 02-Jun-16
A1090 Construction Commencement 03-Jun-16
A1100 Selective Demolition 03-Jun-16 06-Jun-16
A1110 ACM Abatement & Environmental Clearances 06-Jun-16 08-Jun-16
A1120 Civil Upgrades (Discovery ES Only) 08-Jun-16 01-Aug-16
A1130 Architectural Upgrades 08-Jun-16 01-Aug-16
A1140 Mechanical Upgrades 08-Jun-16 01-Aug-16
A1150 Plumbing Upgrades 08-Jun-16 01-Aug-16
A1160 Electrical / Low Voltage Upgrades 08-Jun-16 01-Aug-16
A1170 Final Inspections 02-Aug-16 03-Aug-16
A1180 Substantial Completion 03-Aug-16
A1190 Final Completion 04-Aug-16 29-Aug-16
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016
SBBC Board Approval
Notice to Proceed
Pre-Design: Confirmation of Design Guidelines
Pre-Design: Verification of Existing Conditions
Pre-Design: Conduct Initial Budget Review
Pre-Design: Owner Authorization for Schematic Design
Schematic Design: Generate Schematic Design Studies
Schematic Design: Progress Review 1
Schematic Design: Refine Schematic Design ConceptsSchematic Design: Owner Authorization for DD/CDs
DD/CDs: Generate 50% DD/CDs
DD/CDs: Progress Review 2 / Budget Review Update
DD/CDs: Refine Bidding/Permit Documents
DD/CDs: Progress Review 3
DD/CDs: Complete Final Construction Documents
Construction Bid / Qualify Subcontractors
Prepare GMP
GMP Presentation / Board Approval
Owner Direct Purchase Order Process
Submit Permit Application
Permit Application Review & Comments
Material Procurement / Construction Planning
Mobilize Temporary Facilities
Construction Commencement
Selective Demolition
ACM Abatement & Environmental Clearances
Civil Upgrades (Discovery ES Only)
Architectural Upgrades
Mechanical Upgrades
Plumbing Upgrades
Electrical / Low Voltage Upgrades
Final Inspections
Substantial Completion
Final Completion
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Wharton Smith, Inc.
Discovery and Theodore Roosevelt Elementary Schools
Design & Permitting Schedule
Page 1 of 1
Data Date - 26-Oct-15
Print Date - 13-Oct-15
SCHOOL BOARD OF BREVARD COUNTY 10/14/2015 THEODORE ROOSEVELT ELEMENTARY SCHOOL (5012) RFP #16-P-021-DR
WHARTON-SMITH CONSTRUCTION GROUP
Project value factor Project Preconstruction Project Precon Senior Project Precon Superintendent LABOR TOTALSDifficulty factor value Executive Rate Director Rate Manager Rate Manager Rate Estimator Rate Engr Rate Coord. Rate Rate
Hrs 89.45 Hrs 90.59 Hrs 58.25 Hrs 58.25 Hrs 63.99 Hrs 44.74 Hrs 31.00 Hrs 67.68 Hrs $
DESCRIPTION
Pre-Design Phase 60.00 3,495.00 3,495.00Pre-Design Kick-Off Meeting 2.32 207.52 2.32 210.16 0.00 0.00 2.32 135.14 2.32 148.46 2.32 103.80 0.00 0.00 0.00 0.00 11.60 805.07Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 4.64 207.59 0.00 0.00 4.64 314.04 18.56 1,088.82Conduct utilities evaluation (FPL) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.32 103.80 0.00 0.00 2.32 157.02 4.64 260.81Attend program verification meetings 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 9.28 567.19Develop preliminary project schedule 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 4.64 207.59 0.00 0.00 2.32 157.02 9.28 499.75Develop program verification estimate / initial budget 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 4.64 296.91 0.00 0.00 2.32 71.92 0.00 0.00 11.60 712.81Evaluate program verification estimate vs sales surtax funded detail report 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Review / discuss value management options 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 4.64 283.60Revise program to match available funding 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 4.64 283.60Adjust program vs Owner's budget 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 4.64 283.60Program verification review & approval 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14
Pre-Design Phase Subtotal 3.48 311.29 3.48 315.24 60.00 3,495.00 30.16 1,756.82 23.20 1,484.57 13.92 622.78 2.32 71.92 9.28 628.07 85.84 8,685.68
Schematic Design 80.00 4,660.00 4,660.00Document program verification comments 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 2.32 71.92 0.00 0.00 4.64 207.06Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 2.32 103.80 0.00 0.00 0.00 0.00 6.96 387.39Attend Schematic Design progress review meetings 0.00 0.00 2.32 210.16 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6.96 480.44Develop design phase schedule & milestones 1.16 103.76 1.16 105.08 0.00 0.00 0.00 0.00 0.00 0.00 4.64 207.59 0.00 0.00 0.00 0.00 6.96 416.43Expand and distribute preliminary project schedule 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 2.32 71.92 0.00 0.00 4.64 207.06Update design schedule 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 4.64 207.59 0.00 0.00 0.00 0.00 6.96 342.73Constructability review 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 4.64 143.84 0.00 0.00 9.28 414.12Recommend basic materials/systems/methods 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14Identify long lead items & specialty contractors 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 343.98Review / discuss value management options 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Update SD documents with value management options 1.16 103.76 1.16 105.08 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 11.60 776.03Develop schematic estimate 1.16 103.76 2.32 210.16 0.00 0.00 4.64 270.28 18.56 1,187.65 4.64 207.59 4.64 143.84 0.00 0.00 35.96 2,123.29Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Presentation of completed Schematic Design 2.32 207.52 2.32 210.16 0.00 0.00 2.32 135.14 2.32 148.46 2.32 103.80 0.00 0.00 0.00 0.00 11.60 805.07
Schematic Phase Subtotal 6.96 622.57 10.44 945.71 80.00 4,660.00 44.08 2,567.66 27.84 1,781.48 18.56 830.37 13.92 431.52 0.00 0.00 121.80 11,839.32
Design Development / Construction Documents 120.00 6,990.00 6,990.00Document SD review comments 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Site Visits 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 9.28 567.19Safety program implementation 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Attend Design Development progress review meetings 0.00 0.00 4.64 420.31 0.00 0.00 9.28 540.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 13.92 960.87Update design schedule 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Develop construction schedule 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 2.32 148.46 4.64 207.59 0.00 0.00 9.28 628.07 20.88 1,328.10Develop bidders prequalification list 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 6.96 492.44Distribute prequalification packages 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 4.64 296.91 0.00 0.00 2.32 71.92 0.00 0.00 11.60 712.81Select subcontractors for bidding 1.16 103.76 1.16 105.08 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 6.96 492.44Update long lead item list 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 4.64 283.60Review long lead items & select 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Bid & purchase long lead items 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 9.28 415.19 9.28 287.68 0.00 0.00 23.20 986.46Analyze SD comments for budget 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 9.28 567.19Update budget from SD review 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28Develop DD estimate 0.58 51.88 1.16 105.08 0.00 0.00 1.16 67.57 13.92 890.74 2.32 103.80 2.32 71.92 0.00 0.00 21.46 1,290.99Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 1.16 67.57 1.16 74.23 0.00 0.00 0.00 0.00 0.00 0.00 2.32 141.80DD milestone report 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 0.00 0.00 0.00 0.00 1.16 35.96 0.00 0.00 3.48 171.10DD milestone review & approval 1.16 103.76 1.16 105.08 0.00 0.00 1.16 67.57 1.16 74.23 1.16 51.90 0.00 0.00 0.00 0.00 5.80 402.54
Design Development / Construction Document Phase Subtotal 6.38 570.69 11.60 1,050.79 120.00 6,990.00 52.20 3,040.65 41.76 2,672.22 17.40 778.48 15.08 467.48 9.28 628.07 153.70 16,198.38
PRE-CONSTRUCTION SERVICES
Page 1
SCHOOL BOARD OF BREVARD COUNTY 10/14/2015 THEODORE ROOSEVELT ELEMENTARY SCHOOL (5012) RFP #16-P-021-DR
WHARTON-SMITH CONSTRUCTION GROUP
Project value factor Project Preconstruction Project Precon Senior Project Precon Superintendent LABOR TOTALSDifficulty factor value Executive Rate Director Rate Manager Rate Manager Rate Estimator Rate Engr Rate Coord. Rate Rate
Hrs 89.45 Hrs 90.59 Hrs 58.25 Hrs 58.25 Hrs 63.99 Hrs 44.74 Hrs 31.00 Hrs 67.68 Hrs $
DESCRIPTION
PRE-CONSTRUCTION SERVICES
GMP Phase 100.00 5,825.00 5,825.00Document DD/CD review comments 0.00 0.00 0.00 0.00 0.00 0.00 9.28 540.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 9.28 540.56Develop bidders' construction schedule 0.00 0.00 1.16 105.08 0.00 0.00 2.32 135.14 0.00 0.00 4.64 207.59 0.00 0.00 4.64 314.04 12.76 761.85Update budget from DD/CD document review 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 9.28 567.19Develop GMP estimate 2.32 207.52 2.32 210.16 0.00 0.00 4.64 270.28 27.84 1,781.48 18.56 830.37 27.84 863.04 0.00 0.00 83.52 4,162.86Develop estimate solutions if budget over runs 0.00 0.00 0.00 0.00 0.00 0.00 2.32 135.14 2.32 148.46 0.00 0.00 0.00 0.00 0.00 0.00 4.64 283.60Discuss & approve GMP 2.32 207.52 2.32 210.16 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 13.92 984.87Prepare sub-contract bidding documents 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.64 207.59 4.64 143.84 0.00 0.00 9.28 351.43Develop procedure for dissemination of bids 0.00 0.00 1.16 105.08 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 10.44 672.27Prepare detailed scope packages & documents 0.00 0.00 2.32 210.16 0.00 0.00 9.28 540.56 9.28 593.83 2.32 103.80 9.28 287.68 0.00 0.00 32.48 1,736.02Conduct pre-bid conferences 0.00 0.00 2.32 210.16 0.00 0.00 9.28 540.56 0.00 0.00 9.28 415.19 2.32 71.92 0.00 0.00 23.20 1,237.82Manage issuance of addenda 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 0.00 0.00 0.00 0.00 4.64 143.84 0.00 0.00 9.28 414.12Receive and analyze bids 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 27.84 1,781.48 0.00 0.00 0.00 0.00 0.00 0.00 32.48 2,051.76Document bidders VE items 0.00 0.00 0.00 0.00 0.00 0.00 4.64 270.28 4.64 296.91 0.00 0.00 0.00 0.00 0.00 0.00 9.28 567.19Incorporate bidders VE into documents 0.00 0.00 0.00 0.00 0.00 0.00 9.28 540.56 9.28 593.83 0.00 0.00 0.00 0.00 0.00 0.00 18.56 1,134.39Recommend award of contracts 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Participate in negotiation of final contracts 2.32 207.52 2.32 210.16 0.00 0.00 4.64 270.28 4.64 296.91 4.64 207.59 0.00 0.00 0.00 0.00 18.56 1,192.47
GMP Phase Subtotal 6.96 622.57 13.92 1,260.94 100.00 5,825.00 78.88 4,594.76 99.76 6,383.64 44.08 1,972.14 48.72 1,510.32 4.64 314.04 296.96 22,483.41
TOTALS 24 2,127 39 3,573 360 20,970 205 11,960 193 12,322 94 4,204 80 2,481 23 1,570 658 59,206.78
59,207$
Page 2
T LC ENG I NE E R I N G F O R AR C HI TE C T UR E87 4 D i xon B ou l e v ar d , C oc o a, F L 32 9 2 2- 58 0 9
Ph on e 3 2 1. 6 36 .0 2 74 ww w. t lc - en g in e ers .c om F ax 3 21 . 63 9. 8 98 6
October 13, 2015Revised October 15, 2015
Mr. Johnathan WilkesWharton-Smith Construction Group750 County Road 15PO Box 471028Lake Monroe, FL 32747Delivered via email: jwilkes@whartonsmith.com
Re: Facility Renewal Project at Theodore Roosevelt Elementary SchoolProfessional Engineering Services Proposal
Dear Johnathan:
TLC Engineering is pleased to submit the following proposal to provide engineering services for theproject referenced above. We appreciate your consideration and look forward to working with you andyour design team on this project.
PROJECT SCOPE
We understand the project is to consist of renovations at Theodore Roosevelt Elementary Schoollocated in Cocoa Beach. TLC’s proposal is based on information provided in the Design CriteriaPackage dated July 30, 2015 provided as Exhibit 1 in RFP #16-R-021-DR, Design Build Services forDiscovery Elementary and Theodore Roosevelt Elementary Facility renewal. The design shall includedistrict security fencing and single point of entry, identifying raceway deficiencies, increase a/cfor data center rooms, provide two (2) additional dedicated 20-amp circuits into everyclassroom, an evaluation of the available power at the school. Room signage not included inscope of work.
BASIC SCOPE OF SERVICES
Basic Scope of Services shall be as outlined in AIA Document B101-2007 Edition – Standard Form ofAgreement Between Owner and Architect, Article 3 and AIA Document C401 - 2007 Edition - StandardForm of Agreement Between Architect and Consultant, Article 4. TLC shall provide professionalengineering and design services for:
a. Heating, Ventilating and Air-Conditioning (HVAC) Engineeringb. Plumbing Engineeringc. Electrical Engineering including empty conduits and boxes for voice/data, cable TV,
access control and, CCTVd. Fire Protection Engineeringe. Structural Engineeringf. Communications and Technology (CT) Engineering for Voice/Data, Audio/Visual,
Security Systems, Paging, and Video Conference System (device location and emptyconduit only)
g. Architectural Services (Hawkins, Hall & Ogle)h. Civil Engineering (Allen Engineering)
Mr. Johnathan WilkesOctober 13, 2015Page 2 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Roosevelt\Roosevelt Facility Renewal.docx
TLC anticipates submittals at the following design stages:
Schematic DesignDesign Development50% Construction Documents100% Construction Documents
All submittals are anticipated to be electronic. Reproduction shall be performed by Wharton-SmithConstruction Group or compensated as a reimbursable expense.
Up to three (3) design review meetings are included in TLC’s proposed work scope.
Fire protection design shall consist of schematic plans and “performance-based” specifications.
We understand that this is a Design-Build Contract in partnership with Wharton-Smith ConstructionGroup. Due to potential for unforeseen circumstances, it must be recognized that design modificationsmay occur during the design and construction process which may result in increases or decreases inactual construction cost, and that it is impossible to foresee or anticipate every design issue until thedesign work is completed. Therefore, it is an important that a reasonable allowance or contingency beincluded in the bid to accommodate any changes in design as developed for this proposal.
PROPOSED CONSTRUCTION PHASE SERVICES
Construction Phase Services are as outlined in AIA Document C401 – 2007 Edition – Standard Form ofAgreement Between Architect and Consultant, Article 4.5. Additional Construction Phase Servicesprovided for this project shall include:
1. Response to bidder questions.
2. Response to local permitting officials’ comments.
3. Response to Contractor’s Request for Information (RFI) and submittal review during theconstruction period.
4. The design team will take part of a weekly construction meeting and to become generallyfamiliar with the progress and quality of the construction work in order to determine if thework is being performed in general accordance with the construction documents. (The mixof mechanical, electrical and structural field representation may change based on the needsof the project during the construction phase). Substantial completion and final inspection, ifrequested, would each constitute a site visit.
ADDITIONAL SERVICES
Additional services, when requested in writing by Wharton-Smith Construction Group shall beperformed at TLC’s standard hourly rates. Additional Services are as defined in AIA Document B101 –2007 Edition – Abbreviated Standard Form of Agreement Between Owner and Architect, Article 3.Additional Services also include those items shown in Attachment A. TLC shall submit the estimatedadditional services cost for approval and authorization prior to proceeding with a design.
Mr. Johnathan WilkesOctober 13, 2015Page 3 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Roosevelt\Roosevelt Facility Renewal.docx
FEE
We propose to provide the above-described basic scope of services on TLC’s hourly rate, (see feebreak down in Attachment B) for the following not to exceed fee:
Architectural/Engineering CD’s $159,120.00Architectural/Engineering CA $ 28,885.00
inclusive of conventional reimbursable expenses. Conventional reimbursable expenses to includeroutine travel, express mail, photography, and plotting for coordination and submittals as noted above.Non conventional expenses including unanticipated travel or reproduction expenses to be reimbursableat 1.1 time direct cost.
If our proposal is acceptable, your signature below will confirm our authorization to proceed. Retainone copy and return one copy to TLC at the address on page 1 of this proposal. This authorizationconstitutes your commitment to pay the fee and reimbursable expenses, and represents that approvalhas been received by your firm from the client. Alternatively, we can enter into a contract agreementusing AIA Document C401 - 2007 Edition - Standard Form of Agreement Between Architect andConsultant.
We look forward to your favorable selection of TLC and the opportunity to assist your team for this andfuture projects. Please give me a call with any questions or comments.
Sincerely,
TLC Engineering for Architecture Wharton-Smith Construction Group
By:Jim Mullen, PE, CxA, LEED AP BD+CPrincipal / Sr. Mechanical Engineer
Print Name and Title
Gary C. Krueger, PE, CM, LEED AP BD+CPrincipal / Division Director Date
Attachments
Mr. Johnathan WilkesOctober 13, 2015Page 4 of 4
M:\0 PROPOSALS\Wharton-Smith, Inc\Roosevelt\Roosevelt Facility Renewal.docx
ATTACHMENT A
ADDITIONAL SERVICESProfessional Engineering Services Proposal
1. Construction site visits or attendance at design review meetings, as requested by the Owneror Architect, in excess of site visits per discipline as defined in our proposal.
2. Material testing or installation quality inspection services including (but not limited to)concrete, reinforcing steel, welds, connections, torsion or tension verification of bolts, deckingor masonry systems. Certification of construction or inspection services to appease specialrequirements of the local building department, are not included in TLC’s scope of services.
3. Significant revisions to the program, design philosophy or Architectural plans after 100%Design Development approval, or to systems selected following schematic phase, and whichresult in redesign expenses.
4. Electrical Circuit Breaker Coordination Study (a study will be requested from thecontractor).
5. Design of emergency power or generator systems.
6. Document reproduction beyond those required for in-house coordination and submittals asoutlined above.
7. MEP system commissioning or FBC C408 Commissioning (TLC will assist commissioningagent as required).
8. Threshold Inspection Services.
9. Design of currently unidentified specialty electrical systems, including but not limited to: lowvoltage systems, specialty lighting, CCTV security, audio/visual, video conference system,commercial and retail tenant’s point of sale, telephone/data/video, paging/PA system andsecurity, alarm/access control systems. (Design of empty conduit systems is included).
10. Development of “as-built” or record drawings. TLC will be responsible for creating recorddrawings of construction documents marked up by construction manager.
11. Detailed cost estimating services (provided by Construction Manager).
I.
II.
III. WORK ORDER COMPENSATION/SCHEDULE
HOURS TOTAL0 $0.00
120 $14,400.000 $0.00
140 $14,700.00120 $17,400.00
0 $0.000 $0.000 $0.002 $130.00
$46,630.00
HOURS TOTAL2 $280.0060 $7,200.0010 $1,200.00
200 $21,000.0042 $6,090.00
202 $21,210.000 $0.006 $390.00
$57,370.00
HOURS TOTAL2 $280.0080 $9,600.006 $720.00
200 $21,000.0042 $6,090.00
202 $17,170.000 $0.004 $260.00
$55,120.00
HOURS TOTAL0 $0.00
160 $19,200.002 $240.0030 $3,150.0031 $4,495.0012 $1,020.000 $0.0012 $780.00
$28,885.00
IV. TOTAL FEE PROPOSAL AMOUNT $188,005.00
$105.00
PROJECT: Brevard County - Theodore Roosevelt Elementary School
SCOPE OF WORK:
FEE PROPOSALThe statement of fees under this Service Agreement shall be based on the Standard Hourly RateSchedule for the following work phases:
FIELD SURVEY
$105.00
$70.00$58.00
Admin/Word Processing $65.00
Engineer
$140.00$120.00
CAD Designer
Attachment B
POSITION
Project Manager
HOURLY RATE
Senior Engineer $120.00
Principal
Design Engineer
Design Build per the Attachemnet F and the design criteria package of Theodore RooseveltElementary School
CAD Drafter/Operator/Technical
CAD Drafter/Operator/Technical $58.00
Senior EngineerEngineer
$120.00
CONSTRUCTION DOCUMENTS (100%CD)
POSITION HOURLY RATE
SUBTOTAL
$120.00
Principal $140.00$120.00
Admin/Word ProcessingSUBTOTAL
Project Manager
$65.00
$105.00
Design EngineerCAD Drafter/Operator/Technical $58.00Admin/Word Processing
Project Architect $145.00
$65.00
$85.00
POSITION HOURLY RATE
Senior Engineer $120.00
SUBTOTAL
CONSTRUCTION ADMINISTRATION
POSITION HOURLY RATE
Engineer
Principal $140.00Project Manager
Engineer
$105.00
Design Engineer $85.00
$120.00Senior EngineerProject Manager
Project Architect $145.00
Project Architect $145.00
Admin/Word Processing $65.00
$105.00
Design Engineer $105.00
CONSTRUCTION DOCUMENTS (60%CD Preliminary Pricing)
Project Architect $145.00
CAD Drafter/Operator/Technical $58.00
Principal $140.00
$120.00
SUBTOTAL
Exhibit B -- Sales Surtax Summary Form
RFP #16-P-021-DR
Theodore Roosevelt Elementary School (5012)
Design Build Firm Name: Wharton-Smith, Inc.
Date: October 13th, 2015
DISTRICT SCHOOL SECURITY
60 01 Perimeter/Entry Fencing and Gates TBD
60 02 Building Access and Security Equipment TBD
EDUCATIONAL TECHNOLOGY
65 01 Technology Building Cabling TBD
65 02 Technology Equipment Renewal TBD
65 03 Classroom Technology Infrastructure (Electrical, HVAC, Data) TBD
FACILITY RENEWAL
51 01 Safety and Building Code Deficiency Corrections TBD
51 02 ADA Code Deficiency Correction TBD
51 03 Fire Alarm System Renewal TBD
52 04 Central Mechanical Plant Renewal TBD
52 05 Cooling and Heating Control System Renewal TBD
52 06 Air Conditioning and Air Distribution Equipment Renewal TBD
53 07 Roofing System Renewal TBD
53 08 Exterior Building Wall Finish System Renewal TBD
53 09 Exterior Door/Window/Louver System Renewal TBD
52 10 Building Water and Sanitary Piping System Renewal TBD
52 11 Water Heating System Renewal TBD
54 12 Electrical Supply System (Transformers, Switchgear, Wiring) Renewal TBD
54 13 Electrical Distribution System Renewal TBD
54 14 Electrical Components (Lightning Protection, Intercom, Generator) Renewal TBD
54 15 Interior and Exterior Lighting Equipment Renewal TBD
52 16 Air Supply and Exhaust System Renewal TBD
52 17 Site Utility Systems (Gas, Electric, Storm, Water, Sanitary) Renewal TBD
Non Sales Tax TBD
TOTAL $0.00
Group/Category Description Proposed Price
EXHIBIT D
HOURLY RATE SCHEDULE
AGREEMENT FOR DESIGN BUILD SERVICES
THEODORE ROOSEVELT ELEMENTARY SCHOOL (5012)
RFP #16-P-021-DR
NOT TO EXCEED
CLASSIFICATION HOURLY RATE PERSONNEL
Project Executive $89.45 David Lewis (Wharton-Smith)
Pre-Construction Director $90.59 John Lyons (Wharton-Smith)
Pre-Construction Manager $58.25 John Raccina (Wharton-Smith)
Senior Estimator $63.99 Joe Schmidt (Wharton-Smith)
General Superintendent $80.30 Mike Morton (Wharton-Smith)
Project Manager $58.25 Johnathan Wilkes (Wharton-Smith)
Superintendent $50.36 Bill McMullen (Wharton-Smith)
MEP Coordinator $58.93 Guy Meyers (Wharton-Smith)
Project Engineer $44.74 Eric D’Errico (Wharton-Smith)
Assistant Superintendent $45.39 Telly Ebanks (Wharton-Smith)
Pre-Construction Coordinator $31.00 Tonja Williams (Wharton-Smith)
Project Administrator $32.00 Melodie Bergeron (Wharton-Smith)
Cost Accountant $52.00 Jessica Thacker (Wharton-Smith)
Principal Engineer $140.00 Gary Krueger (TLC Engineering)
Project Engineer $120.00 Jim Mullen (TLC Engineering)
Senior Engineer $120.00 Moncef Hadiji (TLC Engineering)
Senior Engineer $120.00 Dave Miller (TLC Engineering)
Senior Engineer $120.00 James Wamsley (TLC Engineering)
Design Engineer $105.00 Pat McDonald (TLC Engineering)
Design Engineer $105.00 Chris Van Meter (TLC Engineering)
Design Engineer $105.00 Dave Anelli (TLC Engineering)
Engineer $105.00 Aaron Hammons (TLC Engineering)
Engineer $105.00 Bill Pryse (TLC Engineering)
Engineer $105.00 John Riner (TLC Engineering)
Administrative Assistant $65.00 Danielle Eberhardt (TLC Engineering)
Principal Architect $145.00 John Hall (HHO Architects)
Principal Architect $145.00 David Ogle (HHO Architects)
CAD Technician $85.00 Joseph Burley (HHO Architects)
Clerical Administrator $55.00 Amanda Hall (HHO Architects)
Activity ID Activity Name Start Finish
Discovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary SchoolsDiscovery and Theodore Roosevelt Elementary Schools
A1000 SBBC Board Approval 27-Oct-15*
A1010 Notice to Proceed 27-Oct-15 30-Oct-15
A1020 Pre-Design: Confirmation of Design Guidelines 02-Nov-15 06-Nov-15
A1021 Pre-Design: Verification of Existing Conditions 09-Nov-15 13-Nov-15
A1022 Pre-Design: Conduct Initial Budget Review 09-Nov-15 20-Nov-15
A1023 Pre-Design: Owner Authorization for Schematic Design 23-Nov-15
A1024 Schematic Design: Generate Schematic Design Studies 23-Nov-15 04-Dec-15
A1025 Schematic Design: Progress Review 1 04-Dec-15
A1026 Schematic Design: Refine Schematic Design Concepts 07-Dec-15 18-Dec-15A1027 Schematic Design: Owner Authorization for DD/CDs 18-Dec-15 22-Dec-15A1028 DD/CDs: Generate 50% DD/CDs 23-Dec-15 12-Jan-16
A1029 DD/CDs: Progress Review 2 / Budget Review Update 13-Jan-16
A1030 DD/CDs: Refine Bidding/Permit Documents 13-Jan-16 22-Jan-16
A1031 DD/CDs: Progress Review 3 25-Jan-16
A1032 DD/CDs: Complete Final Construction Documents 25-Jan-16 29-Jan-16
A1033 Construction Bid / Qualify Subcontractors 01-Feb-16 26-Feb-16
A1040 Prepare GMP 29-Feb-16 04-Mar-16
A1045 GMP Presentation / Board Approval 07-Mar-16 11-Mar-16
A1050 Owner Direct Purchase Order Process 14-Mar-16 18-Mar-16
A1060 Submit Permit Application 29-Feb-16
A1065 Permit Application Review & Comments 29-Feb-16 25-Mar-16
A1070 Material Procurement / Construction Planning 21-Mar-16 27-May-16
A1080 Mobilize Temporary Facilities 30-May-16 02-Jun-16
A1090 Construction Commencement 03-Jun-16
A1100 Selective Demolition 03-Jun-16 06-Jun-16
A1110 ACM Abatement & Environmental Clearances 06-Jun-16 08-Jun-16
A1120 Civil Upgrades (Discovery ES Only) 08-Jun-16 01-Aug-16
A1130 Architectural Upgrades 08-Jun-16 01-Aug-16
A1140 Mechanical Upgrades 08-Jun-16 01-Aug-16
A1150 Plumbing Upgrades 08-Jun-16 01-Aug-16
A1160 Electrical / Low Voltage Upgrades 08-Jun-16 01-Aug-16
A1170 Final Inspections 02-Aug-16 03-Aug-16
A1180 Substantial Completion 03-Aug-16
A1190 Final Completion 04-Aug-16 29-Aug-16
Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2016
SBBC Board Approval
Notice to Proceed
Pre-Design: Confirmation of Design Guidelines
Pre-Design: Verification of Existing Conditions
Pre-Design: Conduct Initial Budget Review
Pre-Design: Owner Authorization for Schematic Design
Schematic Design: Generate Schematic Design Studies
Schematic Design: Progress Review 1
Schematic Design: Refine Schematic Design ConceptsSchematic Design: Owner Authorization for DD/CDs
DD/CDs: Generate 50% DD/CDs
DD/CDs: Progress Review 2 / Budget Review Update
DD/CDs: Refine Bidding/Permit Documents
DD/CDs: Progress Review 3
DD/CDs: Complete Final Construction Documents
Construction Bid / Qualify Subcontractors
Prepare GMP
GMP Presentation / Board Approval
Owner Direct Purchase Order Process
Submit Permit Application
Permit Application Review & Comments
Material Procurement / Construction Planning
Mobilize Temporary Facilities
Construction Commencement
Selective Demolition
ACM Abatement & Environmental Clearances
Civil Upgrades (Discovery ES Only)
Architectural Upgrades
Mechanical Upgrades
Plumbing Upgrades
Electrical / Low Voltage Upgrades
Final Inspections
Substantial Completion
Final Completion
Actual Work
Remaining Work
Critical Remaining Work
Milestone
Wharton Smith, Inc.
Discovery and Theodore Roosevelt Elementary Schools
Design & Permitting Schedule
Page 1 of 1
Data Date - 26-Oct-15
Print Date - 13-Oct-15
State of FloridaDepartment of State
I certify from the records of this office that TLC ENGINEERING FORARCHITECTURE, INC. is a corporation organized under the laws of the Stateof Florida, filed on December 31, 1968.
The document number of this corporation is 339497.
I further certify that said corporation has paid all fees due this office throughDecember 31, 2015, that its most recent annual report/uniform business reportwas filed on January 5, 2015, and its status is active.
I further certify that said corporation has not filed Articles of Dissolution.
Given under my hand and theGreat Seal of the State of Floridaat Tallahassee, the Capital, thisthe Fifth day of January, 2015
Authentication ID: CC6646591935
To authenticate this certificate,visit the following site,enter thisID, and then follow the instructions displayed.
https://efile.sunbiz.org/certauthver.html
PRO
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WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY
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AUTHORIZED REPRESENTATIVE
INSURER(S) AFFORDING COVERAGE NAIC #
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ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?
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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject tothe terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to thecertificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2010 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORDACORD 25 (2010/05)
ACORDTM CERTIFICATE OF LIABILITY INSURANCE 5/26/2015
USI Insurance Services, LLC,1715 N. Westshore Blvd. Suite 700 Tampa, FL 33607
813 321-7500
Hawkins, Hall & Ogle Architects Inc208 Magnolia AvenueDaytona Beach, FL 32114-4306
Old Dominion Insurance CoTravelers Casualty & Surety CoXL Specialty Insurance Company
402311903837885
AX
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X BPG97183 06/01/2015 06/01/2016 1,000,000500,0005,0001,000,0002,000,0002,000,000
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DPR9720216 10/31/2014 10/31/2015 $2,000,000 per claim$2,000,000 annl aggr.
Professional Liability coverage is written on a claims-made basis.
For Proposal Purposes
1 of 1#S15158401/M15074411
HAWKIHALClient#: 1049350
KEBEW1 of 1
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The ACORD name and logo are registered marks of ACORD
CERTIFICATE HOLDER
© 1988-2014 ACORD CORPORATION. All rights reserved.ACORD 25 (2014/01)
AUTHORIZED REPRESENTATIVE
CANCELLATION
DATE (MM/DD/YYYY)CERTIFICATE OF LIABILITY INSURANCE
LOCJECTPRO-POLICY
GEN'L AGGREGATE LIMIT APPLIES PER:
OCCURCLAIMS-MADE
COMMERCIAL GENERAL LIABILITY
PREMISES (Ea occurrence) $DAMAGE TO RENTEDEACH OCCURRENCE $
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CLAIMS-MADE
OCCUR
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INSRLTR TYPE OF INSURANCE POLICY NUMBER
POLICY EFF(MM/DD/YYYY)
POLICY EXP(MM/DD/YYYY) LIMITS
PERSTATUTE
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AUTOS AUTOS
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$
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THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSDADDL
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THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject tothe terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to thecertificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
INSURED
PHONE(A/C, No, Ext):
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ADDRESS:E-MAIL
FAX(A/C, No):
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SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.
INS025 (201401)
4/24/2015
Brown & Brown of Brevard7341 Office Park PlaceSuite 202AMelbourne FL 32940
Pam Watson(321)757-8686 (321)757-8687
pwatson@bbbrevard.com
Allen Engineering, Inc.106 Dixie Lane
Cocoa Beach FL 32931
Twin City Insurance Co. 29459Hartford Fire Ins. Company 19682Hartford Casualty Ins. Co. 29424Transportation Insurance 20494
CL1542414717
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1,000,000300,00010,000
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Jared Mongold/PAM
School Board of Brevard County 2700 Judge Fran Jamieson Way Viera, FL 32940-6699
INSR ADDL SUBRLTR INSR WVD
DATE (MM/DD/YYYY)
PRODUCER CONTACTNAME:
FAXPHONE(A/C, No):(A/C, No, Ext):
E-MAILADDRESS:
INSURER A :INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBERPOLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
GENERAL LIABILITY
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required)
AUTHORIZED REPRESENTATIVE
INSURER(S) AFFORDING COVERAGE NAIC #
Y / NN / A
(Mandatory in NH)
ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?
EACH OCCURRENCE $DAMAGE TO RENTEDCOMMERCIAL GENERAL LIABILITY $PREMISES (Ea occurrence)
CLAIMS-MADE OCCUR MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GENERAL AGGREGATE $
GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $
$PRO-POLICY LOCJECTCOMBINED SINGLE LIMIT
$(Ea accident)BODILY INJURY (Per person) $ANY AUTO
ALL OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS AUTOS
HIRED AUTOSNON-OWNED PROPERTY DAMAGE $AUTOS (Per accident)
$
OCCUR EACH OCCURRENCE $
CLAIMS-MADE AGGREGATE $
DED RETENTION $ $WC STATU- OTH-TORY LIMITS ER
E.L. EACH ACCIDENT $
E.L. DISEASE - EA EMPLOYEE $If yes, describe under
E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject tothe terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to thecertificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2010 ACORD CORPORATION. All rights reserved.The ACORD name and logo are registered marks of ACORDACORD 25 (2010/05)
ACORDTM CERTIFICATE OF LIABILITY INSURANCE 7/23/2015
USI Insurance Services, LLC1715 N. Westshore Blvd. Suite 700 Tampa, FL 33607
813 321-7500
Allen Engineering Inc.PO Box 321321106 Dixie LaneCocoa Beach, FL 32932-1321
XL Specialty Insurance Company 37885
A ProfessionalLiability
DPR9724540 06/19/2015 06/19/2016 $2,000,000 per claim$2,000,000 annl aggr.
Professional Liability coverage is written on a claims-made basis.Continuing Contract for Civil Engineering and Land Surveying Services
School Board of Brevard County2700 Judge Fran Jamieson WayViera, FL 32940
1 of 1#S15855931/M15591922
ALLENENG4Client#: 1048783
KEBEW1 of 1
#S15855931/M15591922
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